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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

893 hedge funds and large institutions have $6.81B invested in iShares S&P Mid-Cap 400 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 252 increasing their positions, 273 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
+21
Holders Change %
+2.41%
% of All Funds
11.89%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
96
Increased
252
Reduced
273
Closed
56
Calls
$373K
Puts
$73K
Net Calls
+$300K
Net Calls Change
-$160K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$653M
2
WIA
World Investment Advisors
California
$37.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$78.5M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$168M
5
LPL Financial
LPL Financial
California
$124M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$346M
2
IAIM
International Assets Investment Management
Florida
$1.14M
3
UFF
USA Financial Formulas
Michigan
$0
4
MWM
Modern Wealth Management
Kansas
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
TTWM
351
TCV Trust & Wealth Management
Virginia
$802K – – –
HIS
352
Harvest Investment Services
Illinois
$799K -$1.34M -14,758 -63%
KFP
353
KMG Fiduciary Partners
Ohio
$799K – – –
PAS
354
PKS Advisory Services
New York
$786K +$786K +8,647 New
GL
355
Graypoint LLC
New York
$785K -$75.7K -833 -9%
BIM
356
Bridges Investment Management
Nebraska
$785K -$7.27K -80 -0.9%
AEPWM
357
Atlantic Edge Private Wealth Management
Florida
$784K – – –
HCM
358
HMS Capital Management
Tennessee
$783K -$9.18K -101 -1%
HSWM
359
Hubbell Strickland Wealth Management
Louisiana
$780K +$1K +11 +0.1%
TF
360
Tudor Financial
Ohio
$770K +$140K +1,537 +22%
Allspring Global Investments
361
Allspring Global Investments
North Carolina
$768K +$503K +5,500 +189%
WF
362
Welch & Forbes
Massachusetts
$766K – – –
CGA
363
Crescent Grove Advisors
Illinois
$756K – – –
CWAG
364
Compton Wealth Advisory Group
Virginia
$754K +$3.64K +40 +0.5%
TBT
365
Texas Bank & Trust
Texas
$753K +$753K +8,285 New
QCM
366
Quantinno Capital Management
New York
$753K +$74.3K +817 +11%
PIAS
367
PCA Investment Advisory Services
Ohio
$747K -$170K -1,874 -19%
RWP
368
RWA Wealth Partners
Massachusetts
$743K +$273 +3 +0%
MBT
369
Montecito Bank & Trust
California
$740K – – –
AAG
370
Armstrong Advisory Group
Massachusetts
$734K +$1.64K +18 +0.2%
OWA
371
Octavia Wealth Advisors
Ohio
$729K +$91 +1 +0%
GCM
372
Gables Capital Management
Florida
$729K – – –
AWP
373
Axis Wealth Partners
Rhode Island
$721K +$721K +7,930 New
PCH
374
PGIM Custom Harvest
New Jersey
$721K +$1.46K +16 +0.2%
PCMC
375
Private Capital Management (Colorado)
Colorado
$719K – – –
13 14
15
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